You may reach the Customize List page by clicking the cogwheel icon from any list page in SysAid that has an upper menu bar.
You may reach the Customize List page by clicking the icon from any list page in SysAid that does not have an upper menu bar.
Customize the Project list
Customize the Asset list
The customize list page has three functions:
Customize List page
1. Adding and removing fields from your list views
To add a field(s) to the list view:
To remove a field(s) from the list view:
2. Managing filters
SysAid gives you a large array of predefined dropdown filters for use is filtering your lists.
Dropdown filter on the Asset list (appears on mouse-over)
To enable or disable a dropdown filter:
To rearrange filters (old list style only):
To add a new dropdown filter:
Please contact support at firstname.lastname@example.org for assistance in adding new dropdown filters.
Enterprise only: If you have added a custom list field to your database using Customized Entities and you would like to create a dropdown filter for this new list, please go here for instructions.
To remove a dropdown filter:
It is not recommended to remove filters. If you no longer need a filter, please disable it.
A static filter will apply to all results shown in the selected view, and can only be removed by returning to the Customize List view. Please contact support if you would like to add a static filter.
Archive filter (Service Desk lists only):
Choose whether the current view shows archived records or not. The view can show only archived SRs, only SRs that are not archived, or both.
3. Managing list views
Because you use SysAid in different ways at different times, you will need to have different list views readily available without needing to customize the desired view each time. Furthermore, only SysAid administrators can customize views, but any administrator might need to change views. For those reasons, you can create and customize as many different list views as you like. For more about using list views, please go here.
Default list view
Default list view, asset list
The view you see when you open the Customize List page is your currently active view.
Creating a new view:
Editing an existing view:
Deleting a view:
Please be warned that a deleted view cannot be recovered! The Default view cannot be deleted.
Return to Default: This restores the current view to its default state as included with new SysAid installations. A backup of the current view is created in case you realize that you need any of the changes that you've made. Return to Default is only available for views that come with SysAid, not new views that you've added.
Resctrict a view to specific admin groups (Enterprise only)
For any view that you create, you can choose which administrator groups have access to that view: